BFG
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Beacon Financial Group’s WisdomTree US Multifactor Fund USMF Stock Holding History

Beacon Financial Group’s Portfolio USMF Stock Details USMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-86,446
Closed -$2.76M – 185
2019
Q4 		$2.76M Sell
86,446
-10,928
-11% -$340K 0.35% 68
2019
Q3 		$2.94M Sell
97,374
-759
-0.8% -$23K 0.5% 63
2019
Q2 		$2.95M Buy
98,133
+8,877
+10% +$262K 0.5% 62
2019
Q1 		$2.59K Buy
89,256
+74,696
+513% +$2.11M 0.42% 67
2018
Q4 		$448K Hold
14,560
– – 0.08% 134
2018
Q3 		$448K Buy
+14,560
New +$441K 0.08% 138

Other funds holding USMF

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
SFSG
Stearns Financial Services Group Greensboro, North Carolina $639M AUM 11.66% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Beacon Financial Group's USMF Position: Q1 2020 in Review

Beacon Financial Group sold out of WisdomTree US Multifactor Fund (USMF) in Q1 2020, closing a stake of 86,446 shares — an estimated $2.76M sold.

Beacon Financial Group first reported a position in USMF in Q3 2018 and held it in 6 quarters. The position peaked at $2.95M in Q2 2019. 35 funds tracked by Wall St. Rank hold USMF as of Q1 2020.

  • Beacon Financial Group reported no remaining WisdomTree US Multifactor Fund position as of Q1 2020 after selling out during the quarter.
  • Beacon Financial Group sold 86,446 WisdomTree US Multifactor Fund shares in Q1 2020, an estimated $2.76M.
  • Beacon Financial Group first reported a position in WisdomTree US Multifactor Fund in Q3 2018 and held it in 6 quarters.
  • Beacon Financial Group's WisdomTree US Multifactor Fund position peaked at $2.95M in Q2 2019.
  • 35 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2020.

Based on Beacon Financial Group's 13F filing for Q1 2020, filed 29 Jun 2020.